Access Live Freshdesk Data in Excel (Desktop)

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Freshdesk data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Freshdesk in Connect Spreadsheets and access and update live Freshdesk data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Freshdesk Connectivity for Excel

Connectivity to Freshdesk from Excel is made possible through Connect Spreadsheets. To work with Freshdesk data from Excel, we start by creating and configuring a Freshdesk connection.

1. Log into Connect Spreadsheets, click Connections and click Add Connection
2. Select "Freshdesk" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Freshdesk.

   FreshDesk makes use of basic authentication. To connect to data, set the following connection properties:

   • Domain: Set this to the domain associated with your FreshDesk account. For example, in your URL: https://my_domain.freshdesk.com.
   • APIKey: Set this to the API key associated with your FreshDesk account. To retrieve your API key, Log into your support Portal -> Click on profile picture in the top right corner -> profile settings page. The API key will be available below the change password section to the right.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Freshdesk Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Freshdesk data from Excel.

Access Live Freshdesk Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Freshdesk data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. FreshDesk1), Table (e.g. Tickets), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Freshdesk Data from Excel

In addition to viewing Freshdesk data in Excel, Connect Spreadsheets also lets you update and delete Freshdesk data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Freshdesk (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Freshdesk

A notification will appear when the update is complete

Live Access to Freshdesk Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Freshdesk data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.